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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/25/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/25/25

Want to Retire in North Carolina? Here’s What You Need to Know.

North Carolina is one of the most popular retirement destinations in the United States. Here's what you need to know before deciding to make a move there.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/19/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/19/25

Want to Retire in Arizona? Here’s What You Need to Know.

Arizona is the third-most popular U.S. retirement destination. Here's what you need to know about the Grand Canyon State before making your move.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25

What is the 4% Rule for Retirement Withdrawals?

Are you wondering how to establish a safe withdrawal rate for your retirement savings? Read this post about the 4% rule.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25

What is the Penalty for Not Taking RMDs?

Not taking an RMD before the deadline can hit you with a penalty—25% of the amount not withdrawn, so it’s important to read up on how to avoid such fees.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25

7 Things You Can Do in Your 60s to Better Prepare for Retirement

Whether retirement is still one or a couple of years away, you can take a few strategic steps to better prepare and thus better enjoy your golden years.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 3/27/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 3/27/25

How to Save for Retirement if Your Employer Doesn’t Offer a 401(k)

Plenty of effective strategies and options are available to help you achieve your retirement goals even if your employer doesn’t offer a 401(k).

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/14/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/14/25

The Most Common Retirement Planning Mistakes

Many retirees have regrets about their retirement-planning process. Here are some of the biggest mistakes and corresponding tips so you can avoid the same.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/16/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/16/25

Investing During Inflation: How to Manage Your Risk

Even though inflation has eased, safeguarding your assets and investments from potential future inflation remains essential. Here’s how to do it effectively.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/2/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/2/24

Getting the Most from Your 401(k) After Retirement

Evaluating your options with respect to your 401(k) at retirement? Read this post!